In this document we will review the information, actions and settings you can view and define in each area.

Viewing visitors and history

The Visitors area is divided into three sections:

Web Visitors

Web History

Agents list

The Web Visitors list displays all visitors currently on your website, along with the agents who they are currently chatting with, where relevant.

The Web History tab displays a list of web chat history. Information about the Agent, and Visitor is captured here. For example, data such as the Visitors' browser, the duration of the chat and the pre-chat-survey can be reviewed. The entire chat transcript is also stored. All of the information can be exported as a CSV or JSON file for statistical analysis.

Notes:

This is where a supervisor would go to view historical chat data.

Engagements that do not have any visitor chat content will not be displayed in the Supervisor extract. They can be still be displayed via the search option and all are displayed in dynamics chat activity lists.

An agent would have access to historical chats within the agent widget in Dynamics.

To see another Agent's Chat History, you must be a Manager of their Agent Group (See: Agent Groups - The Basics for steps to assign Managers to Agent Groups).

Viewing agents

The Agents list displays details about the agents in their current status, the skill they belong to and the number of concurrent chats set for each agent. The data is provided in real-time, and is refreshed every 10 seconds.

The data bar across the top provides an overview of the status and performance of the agents, and the columns provide the following detailed information:

Agent status (Online, Back Soon, or Away)

The length of time they have been in their current status

Agent name

Skill(s) assigned to the agent

Number of chats that are currently being handled by the agent

Maximum concurrent chats that the agent can handle

Using the orange filter icon the same view can be used to filter on Agents in different states:

Online

Back Soon

Away

Note: You can only views agents in one of the 3 states at a time. You can not view all the agent across the 3 states at one time.

Campaigns and Users

The other two sections, Campaigns and Users, warrant their own knowledge base articles. You can find some of them in this section (Live Assist Engagement Portal), and others in the Advanced Topics section.